Broadcom Sets Date for Quarterly Financial Disclosure

Broadcom US11135F1012

Investors are marking their calendars as Broadcom has officially scheduled the release of its Q1 FY 2026 results. The chipmaker confirmed on February 2 that it will publish its quarterly figures on March 4. This announcement is highly anticipated by the market, given the company's established role as a primary beneficiary of the artificial intelligence semiconductor boom and its recent track record of impressive expansion within the AI sector.

The company enters this earnings cycle with significant momentum. For the fourth quarter of its 2025 fiscal year, Broadcom reported a 28% surge in revenue, reaching $18.02 billion. Growth was even more pronounced in its semiconductor solutions division, where AI-related chip revenue soared by 74%.

Looking ahead to the current period, management has projected that AI semiconductor revenue will double to approximately $8.2 billion. This anticipated growth is primarily fueled by demand for custom AI accelerators and Ethernet switching solutions designed for data center infrastructure. The firm's adjusted EBITDA margin recently stood at 68%, a figure that highlights the exceptional profitability of its operational model.

A Dominant Force in Custom Silicon Design

Broadcom has cemented its position as the go-to partner for hyperscale cloud providers who are designing their own proprietary chips instead of relying solely on standard GPUs. Tech giants including Google, Amazon, and Meta are increasingly developing Application-Specific Integrated Circuits (ASICs) tailored precisely to their unique AI workloads. Broadcom facilitates this shift by handling the entire implementation process, from initial design to finished hardware.

Research from Counterpoint suggests Broadcom is poised to maintain a commanding 60% share of the AI server ASIC market through 2027. A strategic collaboration with OpenAI further solidifies this standing. The partnership aims to deliver custom accelerators with a capacity of 10 gigawatts by the end of 2029, with initial shipments expected to commence in the second half of 2026.

Corporate Scale and Forthcoming Insights

With a market capitalization hovering around $1.57 trillion, Broadcom ranks among the world's most valuable technology enterprises. For the full 2025 fiscal year, the corporation generated total revenue of $63.89 billion, achieving a net profit of $23.13 billion.

The upcoming conference call, scheduled for 23:00 CET on March 4, will provide critical updates. Market participants will be listening closely to see if the company has met its own ambitious forecasts and for details on the continued evolution of its AI segment. Furthermore, investors expect to receive fresh insights regarding the integration of the VMware acquisition.